Foster Denovo launches sustainable dynamic portfolios range

18 October 2020

Foster Denovo has launched a range of sustainable dynamic portfolios, designed to “address the growing needs” of socially conscious investors.

The new range will be invested on a discretionary basis, whilst taking into consideration clear sustainable and ESG criteria, the firm said.

Partnering with ESG fund research specialists Worthstone, each portfolio will be continually risk assessed both from an investment and sustainability perspective. The range will be managed by an investment team headed up by Declan McAndrew, head of investment research.

Roger Brosch, CEO, Foster Denovo, said: “It is indisputable that the sustainability of investments is a key theme that has emerged across all financial sectors, and financial planning is no exception. Clients are becoming increasingly aware of this fact, and it is imperative that we respond to this demand and offer this type of investment service by innovating our proposition to suit client requirements.”

Foster Denovo described the new range as a “natural progression” for the firm following the launch of its Dynamic Portfolios and Clearview platform in 2019.

Declan McAndrew added: “This new range of Sustainable Dynamic Portfolios will offer clients an investment proposition that aims to combine risk adjusted performance with the peace of mind that their capital is being invested in companies that have a positive future and a long-term outlook. The benefits of sustainable investing are clear, and we are delighted to offer our clients a way of accessing this theme through our well-regarded and popular Dynamic Portfolios range.”

Professional Paraplanner